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Gerard Charles Buchanan

THE Huntington Investment Co.

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About Gerard Charles Buchanan

Gerard Charles Buchanan is a financial advisor with The Huntington Investment Company. Gerard has been in the financial services industry since 1993 and is registered to provide investment advisory services in Illinois. Gerard has experience working with individuals, businesses, and charitable organizations.

Firm Information

Gerard Buchanan is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gerard Buchanan’s Registration & Firm History

IL

12/23/2019 - Present

THE Huntington Investment Co. (GLENVIEW IL)

IL

02/26/2007 - 11/14/2019

BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)

AL

12/05/2005 - 06/15/2006

AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

IL

07/12/2002 - 12/31/2003

PMG SECURITIES CORPORATION (ELGIN IL)

NY

08/08/1996 - 06/12/2001

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

TX

02/01/1995 - 07/01/1996

BHCM INC. (HOUSTON TX)

VA

10/27/1994 - 02/01/1995

GNA SECURITIES, INC. (GLEN ALLEN VA)

NY

11/12/1992 - 10/25/1994

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

11/10/1989 - 12/14/1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

TX

06/21/1989 - 11/11/1989

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NA

03/08/1989 - 07/25/1989

CHURCHILL SECURITIES, INC.

NA

01/04/1988 - 12/13/1988

GREENTREE SECURITIES CORP.

NA

12/23/1986 - 02/03/1988

BROOKS WEINGER ROBBINS & LEEDS INC.

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Licenses & Designations

IA

Issued 04/13/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerard Charles Buchanan.
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